Appointments, Sales, & Payments

Appointments, sales, and payments in Mangomint are all closely connected, but different. This article covers all three and why it's important to understand how they work together.

For example, if a client paid a deposit for their appointment, and you update the appointment after the deposit was collected, the sale (i.e. checkout) will not be updated to reflect your changes. This is expected behavior based on how appointments, sales, and payments work in Mangomint.

Link copied

Differences

Link copied

The table below outlines the differences between appointments, sales, and payments.

Link copied

Functionality

Link copied

Appointments, sales, and payments are connected but different for the following reasons:

• Maintain accurate data: Because appointments and sales are separate, you can maintain accurate data.

  • For example, if an appointment has an open sale with a completed deposit, that deposit was collected for a specific service. This is why updating the appointment service after the deposit was collected will not update the open sale. The sale will continue to reflect the previous service (unless you manually update the sale) so you can see what the deposit was originally collected for.

• Generate detailed reports: Because sales and payments are separate, you can run detailed Payment reports.

  • All payments, including pre-payments and deposits on open sales, are immediately included in your Payment reports so you always have access to your latest payment data. Once a sale is closed, it will be included in your Sales reports.

If you have any questions about appointment, sale, or payment functionality, please reach out to chat support.